[alert_box style="message" close="no"]Here is a link to the PDF: Dividends: Theory and Empirical Evidence.[/alert_box] OVERVIEW Building on the concepts presented in our Dividends Are Different article, here we present data and observations highlighting how dividends can protect investors from inflation and market volatility. While this content is relevant to other applications, we focus on it…Read more
Dividends Are Different
[alert_box style="message" close="no"]Here is a link to the pdf: Dividends Are Different.[/alert_box] OVERVIEW There has been abundant discussion regarding the utility of dividends. Many investment models rely on factors or other strategies in their attempt to increase returns or reduce volatility. These approaches generally focus on total returns and brush dividends under the rug. Some…Read more
Illustrating the Value of Retirement Accounts
This article attempts to clear up some of the confusion around the assumptions, logic, and results discussed in my previous article on retirement accounts.
Quantifying the Value of Retirement Accounts
This article quantifies the immense value in not having to pay taxes on investment income and rebalancing (i.e., dividends, interest, and capital gains) within retirement accounts.